Senior Member Experience Associate

ADP, Inc.; Conroe (TX); On-site; USD 38,000 - 56,000; Full time

Job summary

ADP, Inc. seeks a Senior Member Experience Associate to assist members with financial transactions, process payments, and handle negotiable instruments. You will manage lobby queues, coordinate resources for branch cash flow, and act as a liaison between walk-in members and centralized staff.

The role supports a sales and service culture, training objectives, and initiatives, ensuring member needs are matched with the right CU staff.

Qualifications

• One to three years of related experience; minimum of one year Member Experience Associate II experience recommended.
• High school education or GED required.

Responsibilities

• Assist members with financial transactions, including cash exchanges, processing payments and issuing and accepting negotiable instruments.
• Direct and schedule resources needed to meet branch cash flow operations while supporting management.
• Manage the lobby queue and foster a hospitable experience for members waiting.
• Serve as liaison between walk-in members and centralized staff.
• Support sales and service culture, training objectives and initiatives as directed.
• Match member needs with the CU employees best equipped to handle them.

Skills

Interpersonal skills

Time management

Prioritization

Multitasking

Teamwork

Customer service

Education

High school diploma or GED

Tools

General office software

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Senior Member Experience Associate

Role

To assist members with their financial transactions, including cash exchanges, processing payments and issuing and accepting negotiable instruments. To direct and schedule resources needed to meet the cash flow operations of the branch while supporting management with the development and growth of teller line associates. To manage the lobby queue process and foster a hospitable experience while members wait. To act as a liaison between our walk-in membership and our centralized staff. Supports sales and service culture throughout the company, training objectives and any other initiatives as directed. To match the member needs with the CU employees that are best equipped to handle them.

Knowledge and Skills

Experience

One year to three years of similar or related experience; minimum of one year Member Experience Associate II experience recommended.

Education

A high school education or GED.

Interpersonal Skills

Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.

Other Skills

• Strong interpersonal skills are a prerequisite necessary to the position.
• Strong prioritization, time management and multi-tasking skills.
• Ability to operate general office equipment and other credit union provided equipment.
• Must be able to operate related computer software as provided by the credit union.
• Ability to grasp the effects of member requests as they relate to individual accounts.
• Knowledge of common scam and fraud prevention practices.
• Above average knowledge of the financial industry, including an understanding of the check clearing process along with negotiable instruments and collections.
• Knowledge and understanding of the basic processes of other credit union departments and branches.
• Ability to work as a member of a team and embrace the credit union philosophy and the credit union mission, vision, and core values.